Robert Forys, financial advisor Seattle WA
93 score

Robert Forys

CRD Number: 4536356
Current Firm: Unionbanc Investment Services, LLC

Robert Forys (CRD# 4536356) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Seattle, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Seattle, WA Oct 2013 - Current 3
Union Bank Seattle, WA Sep 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Oct 2009 - Sep 2013 3
Bank Of America N.a Seattle, WA Nov 2007 - Sep 2013 5
Banc Of America Investment Services, Inc. Seattle, WA Nov 2007 - Oct 2009 1
First Tennessee Brokerage, Inc. Memphis, TN Sep 2006 - Nov 2007 1
Banc Of America Investment Services, Inc. Bellevue, WA May 2002 - Sep 2006 4
Bank Of America Marysville, WA Jul 1995 - Sep 2006 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Robert G. Forys
Phone Number: 800-634-1100
Registered State(s):
  • AK
  • CA
  • FL
  • MT
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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